MV Capital Management’s H&R Block HRB Stock Holding History

MV Capital Management’s Portfolio HRB Stock Details HRB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$381	Sell	10 -22	-69%	-$767	﹤0.01%	1067
2026 Q1	$1.02K	Buy	32 +25	+357%	+$871	﹤0.01%	864
2025 Q4	$306	Buy	+7	New	+$327	﹤0.01%	982
2018 Q1	–	Sell	-350	Closed	-$9K	–	364
2017 Q4	$9K	Sell	350 -286	-45%	-$7.42K	﹤0.01%	262
2017 Q3	$17K	Sell	636 -238	-27%	-$6.91K	﹤0.01%	213
2017 Q2	$27K	Sell	874 -163	-16%	-$4.28K	0.01%	186
2017 Q1	$24K	Buy	1,037 +121	+13%	+$2.71K	0.01%	190
2016 Q4	$21K	Buy	916 +143	+18%	+$3.27K	0.01%	192
2016 Q3	$18K	Buy	773 +276	+56%	+$6.46K	0.01%	196
2016 Q2	$11K	Buy	+497	New	+$11.1K	﹤0.01%	219

Other funds holding HRB

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

MV Capital Management's HRB Position: Q2 2026 in Review

MV Capital Management reduced its H&R Block (HRB) stake by 69% in Q2 2026, selling an estimated $767 and leaving 10 shares worth $381. The position accounts for ﹤0.01% of the portfolio, ranked #1067.

MV Capital Management first reported a position in HRB in Q2 2016 and has held it in 10 quarters since. The position peaked at $27K in Q2 2017. 541 funds tracked by Wall St. Rank hold HRB as of Q2 2026.

MV Capital Management held 10 shares of H&R Block worth $381 as of Q2 2026.
MV Capital Management sold 22 H&R Block shares in Q2 2026, an estimated $767.
H&R Block made up ﹤0.01% of MV Capital Management's portfolio in Q2 2026, its #1067 holding.
MV Capital Management first reported a position in H&R Block in Q2 2016 and has held it in 10 quarters since.
MV Capital Management's H&R Block position peaked at $27K in Q2 2017.
541 funds tracked by Wall St. Rank held H&R Block as of Q2 2026.

Based on MV Capital Management's 13F filing for Q2 2026, filed 29 Jul 2026.